Tim Cowell
Filley NE *****
Education
Eden Prairie High School Graduate 1988
St. Cloud State University 1988 - 1990
SBC Bachelors of Theology 1990-1992
Professional history
3/06- present
Assurity Advisors, Lincoln, NE
National Sales Manager
In this position I am responsible for attaining Assets through key RIA
relationships. These key relationships include but are not limited to current
producing offices, TPA firms, Independent RIA firms and Independent Advisors,
and support for all distribution channels of Assurity Life Insurance. Assurity
Advisors’ parent company. This function includes working in the field on a regular
basis, while developing a detailed business plan. I work to identify and target
high potential offices, pre-call planning and other activities as necessary to
enhance the productivity. I also work closely with Broker Dealers in attaining
selling agreements for the RIA arm of their distribution. I have an extensive
knowledge of the RIA market and how qualified retirement plans fit in to that
model. I also work closely with IT and executive officers on the design,
implementation and training of Sales Logix CRM Software across the entire
Assurity Life organization.
Principal Duties/Responsibilities:
As a plan design expert I work closely with producers and plan sponsors in the
area of plan design. I design many types of plans including 401k, new comp/ safe
harbor, Roth provision, Cash Balance, 403b, solo K and most all other ERISA
plan types.
Prospect producers and benefit brokers for the sale of Retirement Plan products
and administration services nation wide.
Prepare and present proposals for qualified retirement plan funding and
administration for Assurity Advisors Inc.
Conduct qualified retirement plan seminars for Assurity Advisors Inc. to all
distribution channels to encourage such producers to place their business with
Assurity Advisors Inc.
Prepare and submit all information required to establish a new or takeover
retirement plan with Assurity Advisors Inc.
Work closely with new business area to successfully install retirement plan
business
Act as liaison between the client and Home Office by providing local service to
existing book of Assurity Advisors Inc. clients, as required.
I am a member of ASPPA and hold 65 licenses
References available upon request
10/03 - 3/06
Ameritas Retirement Plans, Lincoln, NE
Regional Sales Consultant/ Internal Sales Manager
As Regional Sales Consultant I worked with in assigned territory as an
internal/external wholesale team. In this position I was responsible for supporting
the sales and marketing efforts for the Retirement Plans product line and for
soliciting new and existing brokers. This required proactive involvement in the
sales process by directly responding to requests for plan design, investment
design, and sales proposal design. This function included initiating calls to
brokers to generate new sales through the process of qualifying, prospecting,
and education of the Retirement Plans product and administrative services. In
this position I played integral role of the sales function to promote the products
and services of the Retirement Plans division to multiple distribution channels. In
this position I built and enhanced relationships and provided support and
educational training for brokers nationwide.
Principal Duties included
Prospecting in a defined territory and building and developing and maintaining
relationships with brokers. I handled broker inquiries including complex inquiries
that involve product education, investment expertise, plan design, and retirement
sales concepts. I was responsible to provide clear communication of the
Retirement Plans’ products and services to brokers. Because of my 126%
growth over the previous year sales I was promoted to Internal Sales Manger
I supervised 9 RSC in Lincoln, NE and Cincinnati, OH that worked in the same
role as stated above. Including the hiring and training of new Regional Sales
Consultants. I was the lead Salesforce.com trainer and worked to design layout
and user interface.
12/01- 10/03
United Laboratories Inc. St. Charles, IL
Sales Representative
As sales representative for United Labs I covered NE as a sales territory,
representing over 350 different industrial chemicals. In this role I was responsible
for every aspect of the sale and sales process, from cold calling to product
demonstrations to set up and delivery. The company sales philosophy was that
set appointments were not effective. To that end 99% of face to face sales calls
were cold calls. 80% of the follow up calls to established customers were with out
appointment as well. In this role I honed my cold calling skills to razor sharp
perfection and retain those skills to this day. I was Rookie of the Year in 2001
achieving the highest sales of any first year Sales Rep. This lead to a promotion
to Regional sales manager/trainer. In this role I maintained my own sale territory
while recruiting and training new sales reps in a 5 state region.
3/98 – 12/01
Lamar Outdoor Advertising, Lincoln, NE
Account Executive
As Account Executive I developed and maintained relationships and favorable
contacts with current and potential advertising accounts. I spent time developing
relationships in order to acquire new accounts. I managed more than 100 clients;
servicing preexisting clients as well as developing new accounts on a daily basis.
Creating and implementing marketing programs, advertising solutions and other
innovative concepts to achieve market awareness of specific products or
services.
I achieved daily growth in customer base including installation of multiple
services offered by the company while maintaining existing accounts and
upgrades.
Developed and implemented a marketing program to target new sales while
expanding the company’s existing clientele.
1/92-3/98 Southern Baptist Convention
Youth pastor/ Interim Pastor
In this role I worked with Churches and youth organization to fill needs for
Ministry and leadership in place that was in need. Sever as a board member to
the SBC youth council.